Newsletter Article July 2019

Case Study: Sierra Aluminum

One of the most contested and significant ESOP lawsuits in recent years was Perez v. GreatBanc Trust, which resulted in a $5.25 million settlement over the handling of the ESOP at Sierra Aluminum. This article gives some overlooked background about Sierra Aluminum's ESOP. 
Member-Only Content. Login or Join to View.
Newsletter Article November 21, 2018

Cases & Rulings

HIGHLIGHTS: Supreme Court won’t hear challenge to extension of tolling in ESOP case 
Member-Only Content. Login or Join to View.
Newsletter Article November 2018

Cases & Rulings

HIGHLIGHTS: ● New DOL Fiduciary Settlement Agreement on ESOPs
Member-Only Content. Login or Join to View.
Newsletter Article November 2018

Cases & Rulings

HIGHLIGHTS: ERISA supersedes state tax law
Member-Only Content. Login or Join to View.
Newsletter Article April 2021

Cases & Rulings: April 2021

Plaintiffs Lose Again in Johnson & Johnson Case: In Perrone v. Johnson & Johnson, No. 3:19-cv-00923, (D. N.J., Feb.
Member-Only Content. Login or Join to View.
Article February 2021

Cases & Rulings: February 2021

DOL Issues New Guidance on Proxy Voting in Retirement Plans: The issue of whether trustees can and should override participant directions on offers to buy shares in a proposed acquisition of an ESOP company has been one of the most ambiguous areas of ESOP law and practic
Member-Only Content. Login or Join to View.
Newsletter Article March 2021

Cases & Rulings: March 2021

Court Allows ESOP Valuation Case to Proceed: In Gamino v. KPC Healthcare Holdings, Inc. et al., No. 5:20-CV-01126-SB-SHK (C.D. Cal. Jan.
Member-Only Content. Login or Join to View.